Pick Agent from Agent + Party
YouTube: How to Pick Agent/Salesman from Agent–Party Linking in Journal Vouchers?
How to Pick Agent / Salesman from Agent–Party Linking in Journal Vouchers?
In this tutorial, we will learn how to automatically pick the Agent Name in Journal Voucher entries through Agent + Party Linking in Logic ERP. This feature helps reduce manual entry and ensures that the correct agent is automatically linked with the selected party during voucher transactions.
Objective of This Feature
Automatically fetch Agent Name during Journal Voucher entry
Reduce manual agent selection
Improve transaction accuracy
Simplify voucher processing
Maintain proper Agent and Party linkage
Access to Journal Voucher Configuration
Go to Menu Bar → Configuration.
Open Journal Voucher Configuration.
Select Required Configuration from the dropdown list.
Navigate to Other Options Tab
Locate and enable the option labeled as:
“Pick Agent from Agent + Party”
Unlock Agent Name Field
Open Column Locks
Search for Agent Name Field
Tick Unlock Option
The Agent Name field becomes visible during Journal Voucher entry
Save the Configuration.
Create a New Journal Voucher Entry
Process
Initiate New Journal Voucher Entry.
Select Party Name during entry.
System Behavior
As soon as the Party is selected:
The software automatically picks the linked Agent Name.
Verification
Go back to Header Details Section.
Observe Agent Name is automatically populated.
Setup Agent + Party Linking
Go to Setup and then Setup Accounts
Under Setup Agents Menu
Open Agent + Party Linking Window
Link Agent with Party
Select Agent Name from Dropdown List.
Choose Required Account or Party.
Click Refresh.
Tick Checkbox against the Account.
Save Changes.
Final Result
The selected Agent becomes linked with the respective Party.
During Journal Voucher entry:
The software automatically fetches the linked Agent Name
Key Benefits
Reduces manual agent selection
Speeds up voucher entry process
Improves transaction accuracy
Ensures proper agent mapping
Simplifies accounting workflow
Best Practice Tips
Keep Agent + Party linking updated regularly
Verify linked accounts before voucher entry
Use proper agent naming conventions
Unlock Agent Name field only when required
Final Outcome
Agent Name is automatically picked during Journal Voucher entry
Manual agent selection is minimized
Voucher processing becomes faster and more accurate in Logic ERP
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